Anthony Foley
- Features
The secret of 'timing' success
Market timing is certainly a perilous activity and perhaps a foolhardy one. However, varying market class weights in response to changing forecasts for asset class returns covers a wide range of strategies – from aggressive short-term tactical asset allocation programmes through to multi-year reviews of strategic policy. These are very ...
- Features
Troubled times for allocation
High volatility stress tests a strategic asset allocation. The dispersion of returns across managers will likely be wider and the dispersion of returns across the peer group against which the plan sponsor is judged will also likely be wider. Other events associated with high-risk environments greatly increase the chance of ...